ETSC: Energy Transition Supercycle
Overview
The sixth industrial revolution: link here.
Updates
September 24, 2024: copper supercycle coming.
August 10, 2024: hypercale demand for energy unprecedented. Not only do hyperscalers need a lot of energy, but it has to be dependable, dispatchable, and relatively cheap (affordable).
June 30, 2024: has the transition begun? This chart goes back all the way to 1985.
May 11, 2024: it's estimated that $4 trillion will be spent on energy transition from "oil" to wind / solar.
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